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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,741 | $95,406-78.3% | $185,849-88.8% | $85,847-75.8% |
| Participation rate | 19.8% | 68.8%-49.0pp | 81.7%-61.9pp | 69.3%-49.5pp |
| Annual return | 20.17% | 23.59%-3.4pp | 122.10%-101.9pp | 318.61%-298.4pp |
| Employer contribution / active EE | $261 | $3,314-92.1% | $5,169-95.0% | $2,565-89.8% |
| Participant deferral / active EE | $2,045 | $3,424-40.3% | $5,569-63.3% | $3,952-48.3% |
| Admin fee / account holder | $5,772 | $7,214-20.0% | $16,244-64.5% | $6,261-7.8% |